Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.4B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,038
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$33.8M
3
+$30.1M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$29.8M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$28.7M

Top Sells

1
+$109M
2
+$54.1M
3
+$38.3M
4
NFLX icon
Netflix
NFLX
+$37.7M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.5M

Sector Composition

1 Technology 8.92%
2 Consumer Discretionary 5.09%
3 Financials 4.72%
4 Healthcare 4.37%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$243K ﹤0.01%
4,812
+580
2452
$243K ﹤0.01%
1,218
-57
2453
$242K ﹤0.01%
+26,118
2454
$241K ﹤0.01%
+18,276
2455
$241K ﹤0.01%
12,070
+1,866
2456
$241K ﹤0.01%
8,306
2457
$241K ﹤0.01%
18,959
+3,027
2458
$240K ﹤0.01%
15,072
+663
2459
$240K ﹤0.01%
9,611
-475
2460
$240K ﹤0.01%
2,176
-161
2461
$239K ﹤0.01%
14,668
2462
$239K ﹤0.01%
1,988
-50
2463
$238K ﹤0.01%
9,121
+14
2464
$237K ﹤0.01%
6,264
2465
$237K ﹤0.01%
+2,270
2466
$237K ﹤0.01%
+2,397
2467
$236K ﹤0.01%
2,539
+228
2468
$236K ﹤0.01%
+6,845
2469
$236K ﹤0.01%
+8,555
2470
$236K ﹤0.01%
6,050
-139
2471
$235K ﹤0.01%
6,132
+206
2472
$235K ﹤0.01%
+5,082
2473
$235K ﹤0.01%
12,303
+483
2474
$235K ﹤0.01%
+4,240
2475
$235K ﹤0.01%
4,740
+420
97 98
99
100 101